In a bold move that has captured the attention of Wall Street, Michael Burry, the famed “Big Short” investor, has publicly urged Adobe Inc. (NASDAQ:ADBE) to acquire AI firm Midjourney to defend its dominance in the creative software market.
Posting on X, Burry stated that “Adobe $ADBE should buy Midjourney” and other founder-led creative firms to stabilize its position.
Leveraging his reputation for spotting market pivots, Burry argued that the software giant must act decisively to maintain its edge, telling the company: “@Adobe, you have the cash flow to protect your franchises.”
It delivered record operating cash flows of over $10 billion in the previous fiscal year on Dec. 10, 2025.
The recommendation comes as Adobe faces a “brutal 2026,” with shares down nearly 20% year-to-date. The stock has been battered, following the release of Google’s Nano Banana 2, a free model offering “Pro-grade” quality that directly threatens Adobe’s Firefly and Creative Cloud subscriptions.
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